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Sep 29, 2012
09/12
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-- for defense cuts. i mean, aren't your programs niche enough that you may not even feel it if there is sequestration? >> we absolutely have capabilities that are not platform dependent. the big savings come from taking platforms out of the inventory. we provide things that go onto those platforms or for soldier systems, radios, night vision goggles and jammers we put into aircraft and vehicles. so we have a lot of capabilities that are very compatible with the department of defense stated priorities as they go forward in the pacific and other places that they think are important. the thing that was most unnerving, i read all your presentations, the department of defense hasn't really given any guidance what's going to happen. >> they haven't. >> that's a little weird, isn't it? we're a few months away. >> our customer in some ways doesn't know anymore than the defense industry does at this point about where the cuts will be. i think that they're taking a hard look at programs and where they might take t
-- for defense cuts. i mean, aren't your programs niche enough that you may not even feel it if there is sequestration? >> we absolutely have capabilities that are not platform dependent. the big savings come from taking platforms out of the inventory. we provide things that go onto those platforms or for soldier systems, radios, night vision goggles and jammers we put into aircraft and vehicles. so we have a lot of capabilities that are very compatible with the department of defense...
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Oct 2, 2012
10/12
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i'm worried about one defensive back out there and that's the chart which indicates that union pacific won't be able to hold on to the ball. otherwise i'll keep the ball myself. maybe dump it off into cash. remember, you don't always need to pass it. the bottom line, i have now completed my check down of fourth quarter opportunities based on the third quarter and i've limited it to one player -- the wide receiver that's union pacific. i'll go to him to pick up a quick six points or maybe more. after the break i'll try to make you more money. >>> coming up, war on the web? the internet's tech giants have been locked in a battle for search supremacy but after poaching one of google's top guns is it finally time to say yes to yahoo!? should you search for a different stock? cramer decides. >>> later, industrial strength? prologis is at the center of the global supply chain operating a portfolio of distribution centers, warehouses and commercial real estate around the world. tonight, cramer is talking to the ceo to get a real read on the economy just ahead. >>> all coming up on "mad money.
i'm worried about one defensive back out there and that's the chart which indicates that union pacific won't be able to hold on to the ball. otherwise i'll keep the ball myself. maybe dump it off into cash. remember, you don't always need to pass it. the bottom line, i have now completed my check down of fourth quarter opportunities based on the third quarter and i've limited it to one player -- the wide receiver that's union pacific. i'll go to him to pick up a quick six points or maybe more....
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Sep 27, 2012
09/12
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the minus 1.6 number on x transportation i'm guessing another big decline in defense, defense aircraft was down and where is defense overall? it looks like defense capital goods down 40% so this is a thing that has to do with maybe we're seeing some of the -- >> is this the fiscal cliff? >> it wouldn't be the face fiscal cliff as much as what is happening in afghanistan and iraq, and the drawdown. i have to call the pentagon and see if they'll give us a general idea on spending. we have been chronicling over the last 11 years the complete inability of the government to count what the government spends and/or hires, it's been a source of amazing frustration. i get they have trouble with the private sector but you'd think they'd get the hiring of government officials or government workers to be right. on the claims number, a little bit towards the things are getting a little better number. rick, i didn't see the continuing claims number. some economists were looking for that gauge for how they do on what their sense of unemployment is as well. >> i'll run and check it while you keep talk
the minus 1.6 number on x transportation i'm guessing another big decline in defense, defense aircraft was down and where is defense overall? it looks like defense capital goods down 40% so this is a thing that has to do with maybe we're seeing some of the -- >> is this the fiscal cliff? >> it wouldn't be the face fiscal cliff as much as what is happening in afghanistan and iraq, and the drawdown. i have to call the pentagon and see if they'll give us a general idea on spending. we...
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Sep 28, 2012
09/12
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. >> in illinois today, europe begins its defense of the ryder cup. four matches this morning and four more matching in the afternoon. rory mcilroy and graham mcdowell within the first to tee off against jim furyk and snedeker. >> so we're hoping for him. no tiger/rory match-up today. and you remember somebody -- norman said that rory mcilroy intimidating tiger. nobody intimidates tiger. >> you would. >> i don't intimidate tiger or his caddie. he got rid of that thug. i think he's now with adam scott. but then the guy said adam scott won some average tournament and he said it was the greatest caddying game. i think he's a kiwi, isn't he? anyway, now today's weather forecast. alex wall larks i was trying to find out when on nbc the ryder cup starts today. >> i'll find out. >> alex, you're a renaissance man. you don't just know about rain, do you you? is there rain in illinois? how about that? >> it looks like the rain will be sinking just south of illinois, maybe a few showers this morning. but later today should be a little drier. >> who is it on toda
. >> in illinois today, europe begins its defense of the ryder cup. four matches this morning and four more matching in the afternoon. rory mcilroy and graham mcdowell within the first to tee off against jim furyk and snedeker. >> so we're hoping for him. no tiger/rory match-up today. and you remember somebody -- norman said that rory mcilroy intimidating tiger. nobody intimidates tiger. >> you would. >> i don't intimidate tiger or his caddie. he got rid of that thug. i...
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Sep 27, 2012
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defense seems to be coming off. and that could be related to the drawdown, what's happening in afghanistan and iraq or more broadly early fiscal cliff, signs there. business investment up just 1.1% after declining really for two straight months. john says these numbers stink. he says these orders data are putrid. we believe that weakness is tied to problems in asia and europe as well as uncertainty over the tax environment for 2013. and then we turn to the other side, the better claims data. now, notice it moves it just a little bit, but along with more optimism in the jobs component, the claims data is the second piece of good news this week on the employment front. weekly claims falling by 26,000 to the lowest level since late july. got to have a little caution here, comes on the heels of a bump up in claims from hurricane isaac and, of course, other factors that are out there. something for candidates romney and obama in today's data. you can imagine romney pounding on the weak growth and obama saying hey, 286,00
defense seems to be coming off. and that could be related to the drawdown, what's happening in afghanistan and iraq or more broadly early fiscal cliff, signs there. business investment up just 1.1% after declining really for two straight months. john says these numbers stink. he says these orders data are putrid. we believe that weakness is tied to problems in asia and europe as well as uncertainty over the tax environment for 2013. and then we turn to the other side, the better claims data....
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Sep 26, 2012
09/12
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elsewhere, australia miners ended lower, but defensive headquarters capped loss on that market. india's index lowered by about .4 of a percent. >>> let's get over to london now and the latest out of europe. kelly evans is standing by with that. kelly, what can you tell us about some of the chaos there? >> becky, good morning. pretty much get a sense from looking behind me, it's great to see her, by the way, on your program. usually we just get to hang out on "worldwide exchange." you'd be hard pressed to find stocks in the green. there's a couple over there, but really not too many to mention. this is a pretty broad-based selloff. for the most part. we can take a look at the ftse 100. now greater than 1% on the morning. dax down 1.5%. cac shedding nearly 2% at this point. spain's ibex down 2.65%. this is where some of the real action has been. i almost don't need to do anything else but show you this chip and that can give you a sense of what's happening in markets. we've seen concerns about the health of different regions of spain drawing on the sovereign's finances. that start
elsewhere, australia miners ended lower, but defensive headquarters capped loss on that market. india's index lowered by about .4 of a percent. >>> let's get over to london now and the latest out of europe. kelly evans is standing by with that. kelly, what can you tell us about some of the chaos there? >> becky, good morning. pretty much get a sense from looking behind me, it's great to see her, by the way, on your program. usually we just get to hang out on "worldwide...